|
Lic. #
|
Company
|
Owner
|
Ownership Type
|
Business Category
|
Address
|
City
|
State
|
Zip
|
Phone
|
Start Date
|
Expiration Date
|
Status
|
# of Emps
|
|
BT30069616
|
KRT INSURANCE SERVICES
|
KATHLEEN TORRES
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
1924 IRVINE AVE
|
NEWPORT BEACH
|
CA
|
92660
|
7147264999
|
5/30/2019
|
5/31/2025
|
ACTIVE
|
0
|
|
BT02071102
|
EASTMAN & ASSOCIATES INS SERV
|
EASTMAN, GEORGE
|
CORPORATION
|
LIFE INSURANCE
|
1637 BAYSIDE DR
|
CORONA DEL MAR
|
CA
|
92625
|
949-640-1066
|
6/26/2002
|
5/31/2025
|
ACTIVE
|
0
|
|
BT02102211
|
SECURITY PACIFIC INSURANCE SER
|
CALDER, MICHAEL S
|
CORPORATION
|
LIFE INSURANCE
|
3848 CAMPUS DR #110
|
NEWPORT BEACH
|
CA
|
92660
|
949-743-5268
|
10/1/2002
|
9/30/2025
|
ACTIVE
|
0
|
|
BT30009972
|
CERTIFIED FINANCIAL GROUP INC
|
GARBUTT, IRA J
|
CORPORATION
|
LIFE INSURANCE
|
9 CHANDON
|
NEWPORT COAST
|
CA
|
92657
|
949 553-1977
|
6/9/2005
|
6/30/2025
|
ACTIVE
|
2
|
|
BT30064561
|
RAPP FINANCIAL SERVICES
|
WILLIAM RAPP
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
4400 MACARTHUR BLVD #850
|
NEWPORT BEACH
|
CA
|
92660
|
949-951-6317
|
7/6/2018
|
7/31/2022
|
ACTIVE
|
0
|
|
BT30037157
|
COLONIAL LIFE
|
KRISTOPHER REDDAWAY
|
CORPORATION
|
LIFE INSURANCE
|
1301 DOVE ST #340
|
NEWPORT BEACH
|
CA
|
92660
|
949-863-1689
|
9/15/2011
|
9/30/2025
|
ACTIVE
|
0
|
|
BT30075838
|
PACIFIC LIFE INSURANCE COMPANY
|
PACIFIC MUTUAL HOLDING COMPANY
|
CORPORATION
|
LIFE INSURANCE
|
PAC LIFE/ATTN: INGRID ADKINS-HUGHES
|
NEWPORT BEACH
|
CA
|
92660
|
9492193630
|
8/1/1973
|
8/31/2025
|
ACTIVE
|
3195
|
|
BT30026885
|
HORN INSURANCE SERVICES
|
JBW HORN & ASSOCIATES INC
|
CORPORATION
|
LIFE INSURANCE
|
23 CORPORATE PLZ DR #150
|
NEWPORT BEACH
|
CA
|
92660
|
949-515-1501
|
8/18/2008
|
8/31/2025
|
ACTIVE
|
0
|
|
BT30075839
|
PACIFIC LIFE & ANNUITY COMPANY
|
PACIFIC LIFE INSURANCE COMPANY
|
CORPORATION
|
LIFE INSURANCE
|
700 NEWPORT CENTER DR
|
NEWPORT BEACH
|
CA
|
92660
|
9492193011
|
1/4/1999
|
1/31/2025
|
ACTIVE
|
11
|
|
BT30067872
|
CHRISTOPHER P WALSH CFP
|
CHRISTOPHER P WALSH
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
23 CORPORATE PLZ DR #150
|
NEWPORT BEACH
|
CA
|
92660
|
714-940-9890
|
6/24/2019
|
6/30/2025
|
ACTIVE
|
0
|
|
BT30085022
|
RINGLER ASSOCIATES INC
|
RINGLER ASSOCIATES INC
|
CORPORATION
|
LIFE INSURANCE
|
5000 BIRCH STREET #SUITE 3000
|
NEWPORT BEACH
|
CA
|
92660
|
9495160974
|
7/15/2024
|
7/31/2025
|
ACTIVE
|
30
|
|
BT30034492
|
PRIVATE FINANCIAL PARTNERS INC
|
ALEX LUKOFF
|
CORPORATION
|
LIFE INSURANCE
|
1433 SUPERIOR AVE #286
|
NEWPORT BEACH
|
CA
|
926603
|
9493222914
|
2/9/2011
|
2/28/2013
|
ACTIVE
|
0
|
|
BT30053563
|
JOHN HANCOCK REAL ESTATE
|
RAYMOND ROTHFELDER
|
CORPORATION
|
LIFE INSURANCE
|
5000 BIRCH STREET
|
NEWPORT BEACH
|
CA
|
92660
|
949-237-7000
|
11/4/2015
|
11/30/2024
|
ACTIVE
|
4
|
|
BT30003724
|
ROYAL FINANCIAL
|
ROYAL, MARK C
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
20101 BIRCH ST SW #130D
|
NEWPORT BEACH
|
CA
|
92660
|
(949)660-8869
|
3/2/2004
|
3/31/2025
|
ACTIVE
|
0
|
|
BT30003869
|
RICHARD M CARTER CLU
|
CARTER, RICHARD M
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
20101 BIRCH ST SW #220
|
NEWPORT BEACH
|
CA
|
92660
|
(949)852-1822
|
4/1/2004
|
4/30/2025
|
ACTIVE
|
0
|
|
BT30071554
|
WILL BRIDGE INSURANCE AGENCY
|
VANGUARDJP LLC
|
LIMITED LIABILITY COMPANY
|
LIFE INSURANCE
|
3857 BIRCH ST #3
|
NEWPORT BEACH
|
CA
|
92660
|
(310) 748-4712
|
10/17/2019
|
10/31/2025
|
ACTIVE
|
0
|
|
BT30038852
|
SEACLIFF FINANCIAL
|
CRAIG KENNEDY
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
5020 CAMPUS DR
|
NEWPORT BEACH
|
CA
|
92660
|
949-2967566
|
3/1/2012
|
3/31/2017
|
ACTIVE
|
0
|
|
BT30002623
|
PRODUCERS INS SERVICES INC
|
PETERSEN, KEN
|
CORPORATION
|
LIFE INSURANCE
|
4001 MACARTHUR BLVD #300
|
NEWPORT BEACH
|
CA
|
92660
|
(949)223-8313
|
3/1/2001
|
3/31/2025
|
ACTIVE
|
2
|
|
BT30011176
|
MORGAN ADVISORY GROUP
|
MORGAN, BRAD
|
LIMITED LIABILITY COMPANY
|
LIFE INSURANCE
|
2101 COAST HWY E #120
|
CORONA DEL MAR
|
CA
|
92625
|
(949) 760-4052
|
7/1/2005
|
7/31/2025
|
ACTIVE
|
2
|
|
BT30015964
|
DIRECT MARKETING INSURANCE SER
|
DENBERRY, KATHY
|
CORPORATION
|
LIFE INSURANCE
|
280 CAGNEY LN #118
|
NEWPORT BEACH
|
CA
|
92663
|
949 233-9932
|
1/1/2006
|
1/31/2011
|
ACTIVE
|
0
|
|
BT30082101
|
IAN MAXWELL GORDON
|
IAN GORDON
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
1500 QUAIL STREET #600
|
NEWPORT BEACH
|
CA
|
92660
|
9496227284
|
2/1/2023
|
2/29/2024
|
ACTIVE
|
70
|
|
BT30003165
|
BENTER LIFE BROKERAGE SERVICES
|
BENTER, RICHARD G
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
5100 CAMPUS DR #200
|
NEWPORT BEACH
|
CA
|
92660
|
(949)261-1440
|
3/15/2004
|
3/31/2025
|
ACTIVE
|
0
|
|
BT30050434
|
SUCCESSION CAPITAL ALLIANCE
|
JULIAN MOVSESIAN
|
LIMITED LIABILITY COMPANY
|
LIFE INSURANCE
|
4695 MACARTHUR COURT #400
|
NEWPORT BEACH
|
CA
|
92660
|
9497941882
|
1/1/2014
|
1/31/2024
|
ACTIVE
|
20
|
|
BT30050435
|
CAPITAL MANAGEMENT STRATEGIES
|
JULIAN MOVSESIAN
|
CORPORATION
|
LIFE INSURANCE
|
4695 MACARTHUR COURT #400
|
NEWPORT BEACH
|
CA
|
92660
|
9497941882
|
1/1/2014
|
1/31/2025
|
ACTIVE
|
0
|
|
BT30003871
|
JOHN R CARTER CPA
|
CARTER, JOHN R
|
SOLE PROPRIETORSHIP
|
LIFE INSURANCE
|
20101 BIRCH ST SW #220
|
NEWPORT BEACH
|
CA
|
92660
|
(949)852-1322
|
3/1/2004
|
3/31/2025
|
ACTIVE
|
0
|